Policies
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Finance
- Bank Charges Allocation Policy
- Budget Policy
- Capital Assets Policy
- Cash Management Policy
- ChangeCapital Policy
- CRA Compliance Policy
- Expense and Purchasing Policy
- Funder Proposal Policy
- Impact DAF Investment Policy
- Insurance Allocation Policy
- Investment Allocation Policy
- Investment Policy Statement
- Legal Policy
- Operating Reserve Fund Policy
- Overall Risk Policy
- Petty Cash Management Policy
- Purchasing Card Policy
- Record Retention Policy
- Regulatory Filings Policy
- Signing Authority Policy
- Society Internal Grants Policy
- Travel and Per Diem Policy
- 017 - Memo re Investment - Unrealized gains
- Year-end Accounting Accrual Policy